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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Recent Blog Posts

We make personal finance easy to understand

Tax Planning Implications of the New FAFSA Timing

Posted by Bill LaChance on Oct 1, 2016

In case you are not aware, the government has changed the date when you can submit the FAFSA application for financial aid. In the past, the FAFSA was made available on January 1. You completed it using tax data for the year just finished. However, with so many...

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The Importance Frank and Open Dialog About Finances Between Aging Parents and Their Children

Posted by Bill LaChance on Aug 25, 2016

One of the most difficult conversations for many families to have is between aging parents and their children about end of life issues. This generally requires parents’ opening up about their current financial situation as well as both parents and children dealing...

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Long Term Care Expenses – Factors to Consider

Posted by Bill LaChance on Jul 6, 2016

One of the most important factors you need to consider when putting together a retirement plan is potential long term care expenses. For those not familiar, long term care refers to expenses related to “Activities of Daily Living,” such as eating and bathing, that...

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